FBGRX vs. FDGRX

In the year-to-date period, FBGRX achieves a 1.94% return, which is significantly higher than FDGRX's 1.31% return. Over the past 10 years, FBGRX has outperformed FDGRX with an annualized return of 13.60%, while FDGRX has yielded a comparatively lower 12.32% annualized return.

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Both FBGRX and FDGRX have an expense ratio of 0.79%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Growth Company Fund (FDGRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current FBGRX Sharpe Ratio is 1.63, which is comparable to the FDGRX Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of FBGRX and FDGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBGRX's dividend yield for the trailing twelve months is around 0.23%, while FDGRX has not paid dividends to shareholders.

The maximum FBGRX drawdown since its inception was -55.96%, smaller than the maximum FDGRX drawdown of -71.50%. Use the drawdown chart below to compare losses from any high point for FBGRX and FDGRX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Blue Chip Growth Fund (FBGRX) is 6.50%, while Fidelity Growth Company Fund (FDGRX) has a volatility of 10.41%. This indicates that FBGRX experiences smaller price fluctuations and is considered to be less risky than FDGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.